+219.4%
VOO vs HUT
+450.5%
-231.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.8% | -8.0% | +0.3% |
| 7D | -0.8% | +5.4% | -6.2% | -1.1% |
| 30D | -1.1% | +8.6% | -9.7% | -1.8% |
| 3M | +3.9% | -15.2% | +19.1% | +4.1% |
| 6M | +13.6% | +92.9% | -79.2% | +7.9% |
| YTD | +12.7% | +114.6% | -101.9% | +5.7% |
| 1Y | +17.6% | +208.5% | -190.9% | +7.0% |
| 3Y | +77.3% | +821.5% | -744.2% | +44.4% |
| 5Y | +84.1% | +101.8% | -17.7% | +52.0% |
| All | +219.4% | +450.5% | -231.1% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HUT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling